Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
20yrs
Simran Bajaj
Financial advisor at Coldstream Wealth Management
Simran Bajaj is a fiduciary financial advisor in Bellevue, Washington, with 20 years in the industry. After four years at Equitable Advisors, Simran joined Coldstream Wealth Management in 2021, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 24% by experience at Coldstream Wealth Management
OfficeOne - 100th Avenue NE Suite 102, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.88 million
Advisors at the firm140
States licensed ?1 state
Services through Coldstream Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowColdstream Wealth ManagementCurrent firm
- 2007 – 2011Equitable Advisors, LLCPreviously
Contact Simran
(425) 283-1600Coldstream Wealth Management main office One - 100th Avenue NE Suite 102Bellevue, WA 98004Office · Get directions X (Twitter) pageColdstream Wealth Management
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Questions to ask Simran
Tailored to Simran’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Simran
How do I contact Simran?
Call Coldstream Wealth Management at (425) 283-1600 and ask for Simran Bajaj. Simran works from the Bellevue, WA office.
How long has Simran been a financial advisor?
Simran has been in the industry since 2007, about 20 years. Top 24% by experience at Coldstream Wealth Management.
What licenses does Simran hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Simran a fiduciary?
Simran is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simran paid?
Coldstream Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Simran for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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